ducovest

XMW:CA:TSX-iShares Edge MSCI Min Vol Global Index ETF (CAD)

ETF | Global Equity | Toronto Stock Exchange

Last Closing

CAD 56.59

Change

0.00 (0.00)%

Market Cap

CAD 0.09B

Volume

4.30K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, net of expense, the MSCI ACWI Minimum Volatility Index USD. The fund will invest primarily in shares of one or more US iShares Funds such that the resulting portfolio will have characteristics that closely match the characteristics of the underlying index. The index measures the performance of equity securities in both emerging and developed markets that have lower volatility relative to the equity securities included in the MSCI All Country World Index.

Company Website : www.ishares.com

Currency: CAD

Country : Canada

Inception Date: 24/07/2012

Primary Benchmark: MSCI ACWI Minimum Vol (USD) NR CAD

Primary Index: MSCI World GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.48 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Global Equity

Symbol Name Mer Price(Change) Market Cap
VEQT:CA Vanguard All-Equity ETF Portfo.. 0.25 %

N/A

 CAD 5.91B
XAW:CA iShares Core MSCI All Country .. 0.22 %

N/A

 CAD 2.88B
VXC:CA Vanguard FTSE Global All Cap e.. 0.27 %

N/A

 CAD 2.24B
XWD:CA iShares MSCI World Index ETF 0.47 %

N/A

 CAD 1.14B
TGED:CA TD Active Global Enhanced Divi.. 0.00 %

N/A

 CAD 0.92B
ZGQ:CA BMO MSCI All Country World Hig.. 0.50 %

N/A

 CAD 0.89B
HAZ:CA Global X Active Global Dividen.. 0.94 %

N/A

 CAD 0.49B
XDG:CA iShares Core MSCI Global Quali.. 0.22 %

N/A

 CAD 0.41B
CYH:CA iShares Global Monthly Dividen.. 0.66 %

N/A

 CAD 0.14B
ETHI:CA Global X Global Sustainability.. 0.74 %

N/A

 CAD 0.11B

ETFs Containing XMW:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.79% 43% F 70% C-
Dividend Return 0.67% 22% F 8% B-
Total Return 21.46% 39% F 65% D
Trailing 12 Months  
Capital Gain 20.79% 43% F 70% C-
Dividend Return 0.67% 22% F 8% B-
Total Return 21.46% 39% F 65% D
Trailing 5 Years  
Capital Gain 27.43% 30% F 61% D-
Dividend Return 7.57% 43% F 16% F
Total Return 34.99% 26% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 4.77% 13% F 50% F
Dividend Return 6.22% 4% F 50% F
Total Return 1.45% 70% C- 52% F
Risk Return Profile  
Volatility (Standard Deviation) 7.02% 96% N/A 85% B
Risk Adjusted Return 88.59% 61% D- 91% A-
Market Capitalization 0.09B 56% F 44% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.